Grok bot for Post Sales
830 segments
Hey everyone. Thank you so much for
joining me today for GrokBot for post
sales. My name is Blake and I am an AI
deployment manager here at SpaceX AI and
I'm really really looking forward to
chatting with you all about GrokBot
today.
All right, so let's set the stage. What
are we going to be doing for the next 45
minutes?
One, I said hi, welcome, done. Then
we're going to talk about GrokBot. We'll
introduce it, why GrokBot is great,
specific post sales use cases. So post
sales is kind of determined by anything
if your customer facing after that sale
gets done. It can include a lot of teams
and really excited to talk about those
use cases. We'll do a demo, get in the
product, learn about what we learned,
recap that, do a Q&A, and then for those
of folks in here, we are going to build.
All right. Okay, so this is the AI
maturity curve. This may look familiar
to some of you. We've been talking about
this a lot, especially at SpaceX AI,
because AI is moving so quickly, we're
finding that a lot of folks are in very
different places along this maturity
curve. But this is kind of where we're
at. So it started off with just chat.
All right, you were asking a chatbot
coming in and maybe asking one simple
question.
And the next evolution is actually
really clear to us at SpaceX AI. We're
moving from chat to co-pilots, to bots,
to having full teams of bots that can
support you in all the work that you do
from start to finish.
And that's where I think GrokBot becomes
really powerful. So a lot of you
probably have been in GrokBot before,
but those of you who haven't, let's talk
about a little overview.
This is GrokBot. May look familiar, it
looks a little bit like iMessage if
you're an Apple user.
I do feel bad for all the Android users
out there cuz we really did copy
iMessage here.
But this is GrokBot and it works as a
team of agents. So, you have a bunch of
different bots who have different
skills. They can take tasks, work them
from complete start to finish here. They
have MCPs, APIs, and they actually even
have their own virtual computers. So,
think of them as like a teammate that
can really get anything you want done,
and we'll take some use cases and put
them through Grockbot to show you
exactly what that means.
So, like I said, easy as iMessage. You
have your bots on the left-hand side.
You have you can pin people to the top.
They're also on 24/7. So, that's one of
my favorite things. You can go to sleep,
you can go out of the office, you can
shut your laptop. I've seen feel like we
went through a stage here where people
are walking around the office with open
computers. Uh with Grockbot, no longer.
You don't need to do that anymore. They
use the tools just like you. Like I
said, they have their own virtual
computers. They finish their work, they
can send you screenshots, screen
recordings, listen to podcasts.
Really, the sky is the limit. I feel
like sometimes the hardest part is
thinking about what you actually want to
get done with Grockbot, and think big
here. So, we'll be doing that a little
bit today.
All right. So, let's talk about
post-sales. So, post-sales. So, I'll
give you a little bit of like context
into my role because a lot of these are
very personal to me and the things that
I found really successful. So, I said
I'm an AI deployment manager, and that
means after the sale is done and they
come on to the SpaceX AI platform, I
work with a bunch of customers to make
sure that they see ROI, they're
successful. So, what does that mean? It
means lots of emails, lots of Slacks,
Teams messages, meetings, conversations,
and I have a lot of things going on. So,
for those of you who are in post-sales
watching this, that probably sounds
familiar to you.
Um so, here are my specific use cases. I
could have probably made 20 of these
slides. So, if you ever want to talk
more about these, you let me know.
So, first one, this is one of my
favorites, morning status board. I wake
up the same time every day. I check my
GrokBot. I look and I can see exactly
what's going on for the day. Any fires
happen overnight? Who do I have meetings
with? What did I say that I was going to
do yesterday that I didn't do? Not that
that ever happens. Um what's going on
for the day and how can I get set up?
So, that's one of my morning status
board pieces. Then I have call prep.
This is a great one because it's very
much just in time in the sense that 15
to 20 minutes before a call, it pings me
who's on the call, what their title is,
what we talked about last time, a
suggestion of maybe something new that
launched since we talked previously, and
maybe a suggestion for something to
bring up to them, and then anything that
I need unblocked.
So, instead of taking the time to go
review your notes, check through, you
can actually just get your call prep
from GrokBot.
Another one is a follow-up desk. This is
actually one of my favorites and we're
going to walk through it live today.
So, what happens is
let's say my day is 9:00 to 5:00. I
would say 75% of that is usually spent
in meetings because it's what I find
most energizing. I love talking to my
customers. I love strategizing, being
there personally. Um but a lot of the
work in between those gets piled up if
you don't have time to actually come
back. So, the follow-up desk is a really
great option for the second a call ends,
my bots get the granola notes,
transcript,
they pull all the context that they
need. They draft my reply. They create
materials that I may need. So, it
basically takes care of all that in
between work,
drafts it for me. I'll check it out and
then decide if I want to send.
So, that's one of my favorite use cases
up here.
We also have a promise keeper. Um this
one's important to me because I want to
make sure that I do what I say I'm going
to do. So, if I say I'm going to do
something, Promise Keepers always
watching to make sure it lets me know to
actually follow through with that. Um
that's one of my favorites. On the other
side is an ask watch. So, if I've asked
someone else to do something and they
don't get back to me, back in the day,
you know, that gets like sucked into the
abyss of emails or slacks and gets lost.
Uh but no longer because ask watch has
my back. And then finally, account
reset. That we're actually going to walk
through this today. If you're in post
sales or work with a good amount of
customers, sometimes it feels like
there's a lot of things in motion. And
so, what we like to do is talk to my
bots, say, "Hey, I need just an update
on where this is at." It knows exactly
like the kind of response that I'm
looking for and sends me a full download
of everything. It also actually tells me
a joke in the beginning cuz usually if I
send the account reset, I'm feeling a
little stressed. And it's always a space
joke. So, we'll see what it comes up
with today. Um so, these are my six main
use cases. Like I said, many more in in
the head. Uh can share those out with
those of you live today.
Okay. So, let's meet my team.
Gus is my best friend. All right. So,
Gus is my chief of staff. Gus and I are
homies. So, we talk all day long. And I
actually only I I think this is maybe a
little bit unique in the sense that I
only talk to Gus. So, a lot of people
how they use their bots is they talk to
a lot of their specialists. And I tried
this, but I'm very distractible and I
needed one best friend to get me through
everything. I didn't want to manage a
team of 10. So, Gus manages a team of
10. I'm in a team of one to two,
depending on the day. Um so, Gus is my
chief of staff. We'll work through with
him a lot today on the demo.
Then we have Frankie. I have a lot of
follow-ups to do. So, Frankie's my
specialist on follow-ups. We have Wally
who knows my voice. Specifically, I
sent, you know, a ton of emails and
Slacks and things that I've written in
the past, so it really knows what I'm
doing. So, if you're setting up your
Grok bot, definitely make sure that you
go in and send it things that you've
written, so you don't have to start from
scratch.
Um but it also knows different personas.
So,
it knows who I'm talking to. If I'm
creating or if it's drafting an internal
Slack for me, it's not going to be super
formal. It's going to probably be in all
lowercase, maybe add an emoji here or
there,
uh keep it very casual. If it's
messaging an exec or emailing an exec,
it's going to be short, to the point,
formal, and it also knows kind of like a
little bit of my style. So, we'll work
with Wally today, too.
Then we have Trudy, my source of truth.
Uh Trudy's fabulous because specifically
at Scale 6 AI, we have lots of
platforms, lots of documentation, and I
want to make sure that I ask a question
that I get the right answer. And so, I
have Gus go to Trudy if we really need
specific information, I need sources for
it, and he'll send it back to me.
Then we have Scout. This is another good
one. One of my I guess I love them all.
I'm saying they're all my favorites, but
they're all great. Uh Scout is my
internal radar. So, I feel like one of
the things that comes up, especially at
Scale 6 AI, is we launch a lot of new
things, updates come up, there's a lot
happening internally. And before I was
juggling probably 30, 40 Slack channels,
also email updates for really important
things. And so, actually every day Scout
updates me, and that's why I said one to
two, I manage a team of one to two
depending on the day, cuz Scout usually
updates me directly on what's new, what
I need to know, link me directly to that
Slack channel, um and just keep me in
the loop.
And then account, that's not actually
its name. You can come up with a fun
name def- based on the account. But
since we're talking about post-sales
today, we're assuming you probably have
a book of accounts or specific accounts,
and my best way my favorite way to do it
is to have an account specialist for
each account. So, the account specialist
knows everything that they need to know.
They have all the context. And so, you
can basically have your own employee who
has dialed in on that specific account.
And so, I suggest you make one for all
of the accounts you have. If you're
working at scale and you have 1,500,
there's probably a better way to do
that. Uh but, these for medium to small
books, definitely suggest.
So, this is my dream team takeaway. Gus
is my best friend.
All right. Should we do a demo?
Woo! All right.
So, let's hop into
Grockbot right now.
So, to avoid
let's just anchor, I guess, on this
right now. So, this is what Grockbot
looks like.
And Grockbot is very simple in the sense
that you have your bots on the left-hand
side.
You have pinned bots. So, if I wanted to
right-click and pin someone, I can pin
them to the top if I know I'm talking to
them a lot.
You also have your marketplace. So, this
is where you can grab bots from other
people, or you can connect to different
plugins like Gmail, Google Calendar,
Slack, etc.
And then, each bot has their own
computer, which we talked about a second
ago. So, you'll see over here on the
right, it has its own computer to open.
So, you can specifically grab things in
Google Chrome. It can open PowerPoints.
Um there's even this button on the top
that says teach a task. Very cool skill.
You can come in and it can watch you,
remember what you did, and then repeat
that for you.
So, those are the VMs. All right, so you
can see the team that I just introduced
you to on the left. We have Franny,
Wally, Trudy, Frankie, and Scout.
Down here, you'll see we have my my
account bots.
And then, we have staff meeting, which
we'll use in a little bit.
So,
to get us started, I'm really busy right
now. So, I'm going to tell Gus, I'm
going to say, "Can you join the internal
learnings call for me right now?
Send takeaways when it's done."
So, I can actually have Gus join my
internal learnings call, and I wouldn't
have it do it for just any call, so you
want to be protective over what it does
for this. Um but, sometimes there's a
lot of new things coming out. And so,
what I know is this upcoming meeting is
a branding update for my company,
Flywheel, in this demo situation.
And it's going to come in and start
joining the Google Meet. So, you can see
it's clicking around.
It's muting. It's turning up its camera.
I'll let it do its thing, and we can
come back to it.
But, it's going to put in my name, and
then it's going to actually write in the
chat, "Hey everybody, this is Gus
Blake's bot."
And we are going to I'm going to sit
here and send takeaways.
All right, so thank you, Gus. He's
joined the chat. He's going to send a
few updates when he's done.
All right. So, let's move to the next
thing. So, I told you and promised you
that we would talk about post-call
follow-ups. I think again, in
post-sales, this is really important.
You want to make sure that uh your bots
are working for you while you don't have
extra time. And so, these are the
perfect opportunities to do that. So,
one of my accounts is named Harbor. So,
I'm going to write into Gus, and I'm
going to say,
"I'm done."
Okay, we won't sign in cuz this is going
to take too long, but he can join the
the call. It's very cool. Um I'm going
to say, "I'm done with
the Harbor call.
And usually this would happen
automatically, but for the demo use
case, I decided I would prompt it to
move.
Um I also it just sent a because the
handoff was dismissed and I told GrokBot
that I was doing a demo today, which is
actually this is a cool example, is it
sent what an outcome would be after it
left the call just in case. So, it went
into the call
and then shared what decisions were
made. There's this new branding, sent me
the link to the new branding,
put it in the asks and owners and things
that it needed to work on.
So,
cool outcome of that.
So, I said I'm done with the Harbor
call. It's going to work on the Harbor
pack.
Here's what you'll notice. As I said, I
like to only talk to Gus, but Gus
doesn't have the expertise that
everybody else has. So, Gus has messaged
Wally,
Gus has messaged Frankie and Harbor. So,
since it was a Harbor call, we have to
do a follow-up and we have to do some
writing.
He's going to message those three bots.
And just like that, I get a pack back.
Um and it gives me everything that I
need to do with the click of a button.
So, Harbor post-call pack is ready,
drafts only. I've made it very clear
that I only want drafts. I never want it
to send anything on its own.
So, it dropped it something in Gmail.
Let's check out Gmail.
Great. All right, so it knew that I
needed to talk to Maya, it knew that I
needed to talk to Priya. It wrote a full
message for me. Hey Maya, exclamation
point. Like that's clearly me. I'm such
an exclamation point person. And wrote
it all out in my voice with everything
that I needed to do. So, what I'll
probably do in like realistically, tweak
a few things, and then we'll talk about
how this improves the system after. But
I'll tweak a few things, press send, and
it's done.
Let's see what else it did.
All right, it's writing a Oh, it's
slacking Alex. So, Alex is the AE on the
account. So, we're going to look at a
draft in Slack.
Let's see.
Perfect. Okay, so it's going to put it
into the post-sales account, updating
Alex. Hey Alex, just chatted with
Harbor. We're going to meet with the new
champions next week. Working on a ROI
PDF.
Perfect. So, I'll tweak that. So, one
out two out of three done. And then,
during the call, we they requested an
ROI one-pager. How to How to manage ROI,
how to measure ROI.
And it actually went in, worked with
Frankie to use the Flywheel branding
to build a fully beautiful
ROI collection document.
So,
one, it does that very quickly. Two, it
takes all your contacts, works with your
account specialist, works with all your
other bot specialist, and builds what
you need to kind of get you through
the follow-up that probably used to take
at least 45 minutes before.
All right. So, we're feeling good so
far.
Um this one, I'm going to go into Franny
directly, just because we've been in Gus
a lot, and I will show you how to go
into other uh other bots.
So, for Franny, I want to see another
virtual machine use case. I think that
would be fun to look at. So, I'm going
to say, "Make me an ROI form
for Northwind."
Northwind is one of my accounts.
Also, why this is While this is loading,
you'll see that you can actually add
labels to different accounts. Um which
is really helpful when it comes to
just figuring out who they are. Like, I
have this labeled as as chief of staff.
So, if you ever want to add a label, you
can do that in its description.
So, what it's actually going to do is
open up forms
and start building
a draft of our ROI form.
So, you can see it's opened up a form.
It's going to start clicking around.
The speed of these tasks depends on what
the task is. Um but I know at SpaceX AI,
it's been a big focus of us to make sure
our models are really good at VM work.
Um so I'm very excited to see where that
goes. All right, so we've added in
Northwind Logistics,
Flylow check-in.
Things are looking good.
All right, we'll let this work. We'll
check back on Franny in a second.
Another use case I gave you earlier that
I wanted to talk about and demo is where
they say the the space joke. Aren't we
curious to see what space joke they have
for us? So I'm going to say,
"Where are we at with Harbor?"
Okay? It knows that when I say where are
we at, it could be "I'm stressed about
Harbor." You know, you can have it you
can say whatever you want, but Gus knows
when I say where are we at with Harbor,
I need space joke pronto, and I need an
update on where the account is.
So let's let it do its thing.
It's going to reply to me, and usually
it'll message other agents. Oh, yep.
Okay, so it messaged some other bots. We
have Harbor, Frankie follow-up, and
Scout. Wants to make sure it collects
the full picture,
so we know exactly where we are.
You can also track and see what's
happening with messages here.
It updated me, still waiting on Frankie
and Scout.
Now it's just waiting on Scout, and
we'll get a response this way.
So while we're waiting on that, let's
check back in on this form. It's
probably not done yet. You can see it's
starting to enter in
different questions. So it knew it was
for Northwind. It knows usually how we
like to collect ROI, and it's starting
to build that out here.
Sometimes I like to watch the VM cuz I
just think it's really cool and how it
can click around.
If this is something you do often, and
you don't want it to guess on the
different steps that it does, again the
teach a task button is a really good
option.
Okay.
Let's go back to Gus and see where we
are at with Harbor.
Here's a joke because life's not that
serious. How do you organize a space
party? You planet.
Thanks, Gus. You're the best. Um all
right, so it tells me what's at risk,
who the people are, blockers, open
promises, Slack, what's happening, and
what to do next. I don't know about you,
but like clearly since I only really
talked to one agent, I need very
specific things sent to me all in one
beautiful pack, and this has been one of
my favorite things to use. Um and so you
can easily set this up with your bot,
tell it what you want the output to be,
and you don't have to do the joke, but
it's fun.
Um and then it will do that for you.
All right. Franny form is still working.
But you'll notice something interesting.
So, it's actually messaged Frankie. It's
messaged Harbor. None of these people
have See how this guy has a little green
circle on it? It'll be blue kind of like
iMessage when it's ready for me to open.
None of these people have pinged them to
me because I don't want to be bothered
with my 10-person team. I want to be
bothered with who I'm just talking to.
Franny will talk to me directly if I
talk directly to Franny, but otherwise
it's all going to go through Gus. And I
find that really cool and convenient,
and you can just really build it in the
way that you want.
So, while it's doing this, I'll show you
one last demo use case, and then I'll
talk about pulling this all together and
building it as a system.
So, let's use a staff meeting. So, I use
staff meetings for when it can pull in
different bots to have a conversation
about something that requires a lot of
different perspectives. This is good for
honestly a lot of different types of
roles. You can check for bias. So, if
you want to say like, you know, I don't
want you to always bias towards a
specific customer,
um it's good to bring all the voices
into the room.
So, let's run a staff meeting. We can
say,
um, start a staff meeting
to talk about what I should spend the
next
and only free hour of my day
today.
And what you'll see, too, is
Grockbot's really good at multitasking.
So, even if it was still working with
Frankie and Scout on this follow-up
about our update about Harbor, it would
also be able to work with me and work
with the staff meeting. So, Grock can uh
bot can juggle a lot of pieces at once,
which is great.
So, the staff meeting is live.
Let's look at the tab for their takes.
All right. So, Gus called a staff
meeting. Gus said, "Blake has one free
hour left. What are the one to two top
priorities we want to focus focus on?"
And I tell them to always disagree. It's
not helpful, and especially with AI, you
don't want them always just agreeing on
everything. So, come in, disagree, fight
for my time, and then tell me what makes
the most sense.
So,
it looks like Harbor, oops,
looks like Harbor has said some stuff on
SSO first tracks. I actually ran one
earlier to, um,
show this as well, but you can see that
they'll like literally have a
conversation with each other.
Northwind comes in and says, "Don't
spend the time on us.
There was a usage dip, but everything's
fine. Soft later only if you have time."
Uh, Brightline also says, "Don't spend
it on us." Which is great. I bet Harbor
has something to focus on. It seems like
Harbor has something for SSO.
Frankie follow-up says, "Protect the
cap. This needs to go out now.
And if you have more time, focus on the
SSO problems."
And Scout agrees.
So, they're coming in, they're having a
conversation, and Gus will usually
return back to me once the staff meeting
is over,
and
tell me what the final takeaway is and
what we want to focus on.
Okay, let's check back on Frannie.
I bet the form's almost done.
Great. Looks like it's done. It was
starting to publish.
The The form is done. We have what team
and role are you on? What are your
primary use cases? What does done look
like? Great. So, we're collecting that.
So, you can see that we have a lot of
things moving at once, right? So, you
want to design your system to be one
that is able you're able to track
easily. So, play around with it as
you're setting up bots, and do what
works for you because everyone's really
different.
So, it's finished. It told me the
questions that it wrote, the share link,
and the edit link. It asked if it wanted
me to send it for me. So, very exciting.
And then,
all right, staff meeting's in. Go first.
So, we need to focus on the SSO. Next,
we're going to send Maya the next step
email, which they actually already
drafted in my Gmail. We saw that
earlier. And then, we can hold and park
a few of these other things that we
don't need to focus on right now.
All right. So, that's the majority of
what I wanted to show you inside
Grokbot.
I hope you're feeling pretty confident.
Let's just quickly rewind on how to get
to this end state and what I suggest.
I think one of the most intimidating
things about something so possible like
Grokbot is that feeling of a blank page.
Usually, people do some research, and
they go in, and they're like, what have
other people made, or what can I do? Um
I'm going to tell you what I did. It was
actually really, really helpful for me.
So, I actually took 10 to 15 minutes,
and I put a voice memo on my phone. can
also click this
voice uh to talk on Grokbot directly,
but I'm a pacer, so I have my phone. I'm
pacing around, and I spent 10 to 15
minutes talking about what I do for
work.
Hi, my name is Blake. This is my job.
Here's what I like about my job. Here's
what I'm struggling with right now. Here
are the processes that I think are
broken. Here are the things that I feel
like we could do better.
And so, I went and talked through It was
a very long transcript. I copied and
pasted this transcript. I sent it to my
first bot. He wasn't even Gus yet. Hard
to think in the back of the day. Um sent
it to him, said, "Hey,
I need a system that's going to work for
me. Help me build it."
So, sent it.
Gus, I'll call him Gus. Gus came back
and said, "All right. Seems like you
love doing things directly, talking to
customers. Let's make sure we have
enough time for you on your calendar to
do that.
Seems like this process is broken, or
you're constantly checking Slack
messages. Let's take that off your
plate." So, if you want something
specifically built for you, no matter
what role you're in, my biggest piece of
advice is to start with context. There's
so much that lives in your head, and
it's really, really powerful. So, you
want to take that out of your head, give
it to Grokbot, and Grokbot will do the
rest.
Another thing about getting set up and
started is if you get stuck, or if you
have questions, Grokbot usually has the
answer. If you wanted to really push
through things and try to figure it out,
say like, "Don't stop until you figure
this solution out." Um
so, getting
started with maybe some of these use
cases, a voice memo, I think you're
going to be in really good shape.
The second piece of advice I have is uh
creating this and making it into a
system. So, something really cool about
Grokbot is it learns what you like, it
learns what you don't like, it starts to
adapt and change with you. You almost
invest in Grockit like you invest in
another co-worker or direct report.
And
so it's going to do that. But I also
built systems on top of this setup that
will actually take care of that a little
bit more.
So on the right you'll see some of my
routines. These are things that run
automatically. So weekly at 8:30 I'll
get my daily brief or my unfinished
promises that I was telling you about
earlier, 9:00 a.m., 1:00 p.m.
or Friday dashboard.
But one of my favorites is this thing
called a self-improvement scan.
And the one part of it that I actually
really really love is number two. So
one, it creates a full system audit. So
if I'm doing things manually and I'm
sending them or it's checking my Slack
and it's noticing that I'm doing a lot
of things that I'm not asking bot for
help with, it's going in and saying,
"Hmm, seems like we could automate this.
I have an opportunity." and sends it
back to me every single Wednesday.
But number two is I feel like the piece
that has really helped me the most is
the voice learning. So the less I have
to edit my drafts, edit my Slacks, edit
my emails, the better. And
what it does is it goes in and takes the
delta of what it drafted versus what I
sent,
finds the delta of that, sends it back
to Wally, Wally updates its rules, and
so continuously gets better and better
and better. And so one of my other
pieces of advice for you is to make sure
that you make this a system.
All right.
So let's go back for a second,
jump out of the demo,
and do a quick recap on what we learned.
We just talked about a few of these.
One, start with a voice dump.
I feel like also I usually say this and
I call this the imagination gap. Grockit
is so capable, all right? The thing
probably holding back your Grok bot is
you thinking about what is actually
possible. So, have it push itself. How
can you make this better? What could we
do? Think outside of the box. Um you
don't need to have all the answers. So,
start with that voice dump, give it the
context, you're going to be in great
shape.
Two, personal suggestion, a little bit
biased, put a bot in front. All right?
Gus has saved my chaotic self
um from getting overwhelmed in a bunch
of different chats, and Gus manages a
team. So, you don't have to manage a
team of 10, you can manage a team of
three managers.
Build it how you want, just tell the
agents, they'll take care of it for you.
And then three is make it that living
system. So, you want to make sure Grok
bot 90% of that Grok bot's going to do
on its own. It's really good at that.
But put a little bit of extra in the
things that you really find important.
Like for me, I need my voice.
I love an exclamation point. You know,
Grok bot didn't initially love an
exclamation point, and so I have taught
it to have a little bit of personality.
Maybe tell a joke about space.
Okay, that was really fun. I hope you
learned something.
I'd like to take the next 15 minutes to
answer a few questions.
Um we can do it
Ask follow-up questions or revisit key timestamps.
Blake, an AI Deployment Manager at SpaceX AI, introduces GrokBot, a system of AI agents designed to streamline post-sales operations. He explains the transition from simple chat interfaces to sophisticated bot teams that utilize virtual computers and APIs to perform tasks 24/7. The video details specific use cases such as morning status boards, automated call follow-ups, and meeting preparation. Through a live demo, Blake demonstrates how a 'Chief of Staff' bot named Gus coordinates specialized agents to draft emails, update Slack, and create documentation. He concludes with advice on overcoming the 'imagination gap' by using voice dumps for context and setting up self-improvement routines for the bots.
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